Practical analysis for investment professionals

Leadership, Management & Communication Skills


How Can Investment Professionals Build Trust?

What are the building blocks, the practical strategies, with which investment professionals can establish client relationships based on authentic trust? A new Future of Finance study has some answers. Robert Stammers, CFA, explains.

Daniel Kahneman: Four Keys to Better Decision Making

"Regret is probably the greatest enemy of good decision making in personal finance," Daniel Kahneman says.

Top Five Articles from May: Chart Crimes, Investing Lessons from Mom, and the Invisible Octopus

Does the CFA charter add value? Why does everyone hate finance and what can be done about it? The leading Enterprising Investor posts from May address these questions and more.

Why Everyone Hates Finance and What to Do about It

"Finance is being demonized, and it's being demonized because people don't understand it," Mihir A. Desai says. "If we want to stop demonization, we have to make it accessible."

Paul Smith, CFA: Purpose, Professionalism, and the Rise of Trust

"At its best, capitalism with purpose creates value that is broadly apparent and commonly appreciated," says CFA Institute president and CEO Paul Smith, CFA. "We need to press for more of that today."

18 Chart Crimes and Misdemeanors

Truth is relative, falsehoods are seductive, and shortcuts are commonplace. Chart crimes are a clear manifestation of this, writes Sloane Ortel. 

Daughters: The Rising Wealth Influencers

Advisers need to focus on how to communicate with women, all kinds of women — especially the daughters of our current clients.

How to Discuss Ethical Issues at Work

Need to talk to an employee about a sensitive ethical issue? This advice could help.

Promoting Financial Literacy: The ASFIP Example

Dustin S. Martin, CPA, CFA, discusses efforts by the Atlanta Society of Finance and Investment Professionals (ASFIP) to advance financial literacy.

Data Science, Finance, and Women: A Powerful Intersection

Data science will be the key to unlocking the door for women to the most powerful positions in finance, says Barbara Stewart, CFA.



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